Investment and Inheritance Tax Services

Investment and Inheritance advice is deemed high risk, and at moneybrain we have a team of wealth managers to serve your clients should the need arise for investment and/or inheritance tax advice. You will be remunerated for the introduction; they still remain your clients.

A large number of your clients will have net assets in excess of £300,000, in most instances as a result of increasing property prices over the last 10 years; therefore a large number will have an estate liable for inheritance tax, and we are sure they would rather give 40% to their family than the tax man.

In addition; this service is recommended for those clients that come into a windfall and wish to take impartial and professional advice. This Service is also relevant to those fortunate enough to have a large portfolio of cash and shares and require an overview and/or advice.